AllCode Salesforce Expertise Case Study

Case Study 1: Salesforce Integration for Centro Community Partners Using Heroku Connect

Overview
Centro Community Partners (Centro) empowers under-resourced entrepreneurs through business education, resources, and access to capital. To better serve its clients and engage funders, Centro needed to unify multiple data systems into one streamlined, integrated platform.

Key Goals:
✅ Automate critical workflows
✅ Deliver dashboards and customizable reports
✅ Monitor and improve data quality
✅ Consolidate data across fewer systems
✅ Strengthen data security with defined user roles

Challenges:
Centro’s operations were hampered by:

• Fragmented data across platforms

• Manual, error-prone workflows

• Limited internal and external reporting

• Lack of real-time synchronization between Salesforce CRM and Centro’s Ruby on Rails backend

AllCode’s Solution:
AllCode implemented Heroku Connect as the integration backbone, synchronizing Salesforce with a Heroku Postgres database connected to Centro’s backend application.

Integration Architecture:

• Salesforce ↔ Heroku Connect ↔ Heroku Postgres ↔ Centro Ruby on Rails Backend

• Sidekiq background jobs and Redis queues ensured continuous data sync with clean system separation.

Implementation Steps:

1. Configure Heroku Connect in the Heroku environment
2. Define and map Salesforce objects (e.g., resources, lenders) to the Heroku Postgres database
3. Develop custom Ruby on Rails sync logic
4. Deploy, initialize data dump, test bi-directional sync
5. Iteratively expand integration coverage

Outcomes:
✅ Automated workflows reduced manual tasks and errors
✅ A unified data view improved reporting and decision-making
✅ Custom dashboards enhanced visibility for internal teams and funders
✅ Continuous data quality monitoring
✅ Strengthened security through Salesforce and Heroku’s role-based access controls

Through this solution, Centro now operates more efficiently, with integrated tools that amplify its mission-driven work.

Case Study 2: Automated Lead Data PDFs and Faxing for HQC

Overview
HQC needed a Salesforce-based solution to dynamically generate personalized PDFs from Salesforce Lead records and automate the delivery of these PDFs via email and fax.

Business Requirement:
Populate a PDF with dynamic Lead data fields:

• To

• From

• Patient

• Fax #

• Patient Name

The generated PDF uses this template:

AllCode’s Solution:
AllCode designed a Salesforce workflow that:
✅ Takes Lead object data
✅ Generates a dynamic PDF populated with the correct fields
✅ Sends the PDF via email (and fax, as needed)

Step-by-Step Process:

1. Navigate to the Leads tab in Salesforce.
2. Create a new Lead with relevant email and contact details.
3. Save the Lead and open the Lead record.
4. Use the dropdown menu to select the Email option.
5. Compose and send a test email (including the PDF attachment).
6. Verify email delivery and confirm the attached PDF has correctly inserted Lead data.
7. Open the PDF attachment to review the merged dynamic content.

Outcomes:
✅ Automated generation of professional, personalized documents
✅ Streamlined delivery process via email and fax
✅ Reduced manual document handling
✅ Enhanced customer communication and operational efficiency

This solution demonstrates AllCode’s ability to apply Salesforce automation, dynamic document generation, and third-party delivery integrations to meet precise client needs efficiently and reliably.